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Your Life Your Wealth

Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.
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Now displaying: Page 1
Aug 20, 2021

A Roth IRA conversion offers certain tax advantages if you expect your future tax rate to be higher at the time you plan to withdraw money from your retirement accounts. A Roth IRA allows for tax-free withdrawals of qualified distributions, but there are pitfalls you need to know. CFN’s John Walker and Tim Joseph, CPA, discuss the ins and outs of Roth conversions and help you determine if you’re a good candidate for this retirement planning strategy.

Listening Time: 22 minutes

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